Successful Business Transitions: Preparing Owners for a New Financial Reality

Family Business 360 Breakfast Event

All family business owners need to prepare for the eventual and inevitable succession of their business. How do you juggle financial success, tax savings and family harmony given ongoing market volatility and changes in U.S. tax policy? What kind of team of advisors do you need to have in place to be successful? This presentation will examine the current landscape of transition options, ideal planning timelines and how estate planning and family governance affect ownership transition.

Transition planning experts from BNY Mellon will share insights and strategies to help owners transition their business in today's environment while balancing wealth planning and family harmony goals.